PKO Investment Management Joint Stock Co Buys 4,000 Shares of Marriott International, Inc. $MAR

PKO Investment Management Joint Stock Co lifted its stake in Marriott International, Inc. (NASDAQ:MAR) by 32.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,300 shares of the company’s stock after acquiring an additional 4,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in Marriott International were worth $5,057,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Marriott International by 2.5% in the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after purchasing an additional 218 shares in the last quarter. Empowered Funds LLC grew its position in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock worth $1,383,000 after buying an additional 1,631 shares during the last quarter. Woodline Partners LP raised its stake in shares of Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock worth $4,605,000 after acquiring an additional 5,480 shares in the last quarter. Intech Investment Management LLC lifted its position in Marriott International by 21.8% during the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after acquiring an additional 1,079 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in Marriott International by 3.8% in the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock valued at $37,520,000 after acquiring an additional 5,007 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on MAR shares. JPMorgan Chase & Co. upped their price target on Marriott International from $356.00 to $383.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. Susquehanna boosted their target price on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Citigroup increased their price target on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. The Goldman Sachs Group raised their price target on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Sanford C. Bernstein upped their price objective on shares of Marriott International from $329.00 to $369.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $357.27.

Insider Activity at Marriott International

In other Marriott International news, CEO Anthony Capuano sold 63,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the transaction, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This trade represents a 35.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider William P. Brown sold 9,456 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider directly owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,540 shares of company stock worth $34,274,055 in the last ninety days. 11.43% of the stock is owned by company insiders.

Key Stories Impacting Marriott International

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Heavy call buying suggests bullish positioning — traders bought ~31,615 call options on Apr. 30 (a ~928% jump vs. typical volume), which can amplify upside expectations into earnings and raise short‑term demand for the stock.
• Positive Sentiment: New premium property pipeline could support revenue growth and RevPAR recovery — Marriott will open the world’s first JW Marriott all‑inclusive in Costa Rica and has debuted The Luxury Collection in Rhodes, Greece, expanding luxury footprint and loyalty engagement. Costa Rica To Welcome The World’s First JW Marriott All‑Inclusive Marriott debuts The Luxury Collection in Rhodes, Greece
• Neutral Sentiment: Analyst/earnings focus: Zacks previews Q1 metrics expectations — investors are positioning ahead of the Q1 print, which can create volatility; the preview narrows what will move shares (beat vs. miss on RevPAR, fees and margin recovery). Gear Up for Marriott (MAR) Q1 Earnings: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Sector comps: strong results from other lodging and travel-related names (and a Hotelling/EV trend in MarketBeat coverage) support a constructive backdrop, but some technicals suggest the rally may be stretched. Does Marriott’s Massive Rally Mean It’s Time to Check Out?
• Neutral Sentiment: Consumer engagement angle: pieces on best Marriott credit cards can modestly support loyalty spend and booking frequency but are unlikely to move the stock materially near-term. The best credit cards for maximizing Marriott stays in 2026
• Negative Sentiment: Reputational/political risk: a public comment from Marriott’s CEO about defending room access regardless of political views sparked headlines — such statements can attract controversy and activist attention, introducing short-term PR risk. Marriott CEO on why you have to defend both DEI and ICE’s right to a hotel room

Marriott International Price Performance

Shares of MAR opened at $354.97 on Friday. The firm has a market capitalization of $94.04 billion, a PE ratio of 37.40, a price-to-earnings-growth ratio of 2.98 and a beta of 1.11. The company’s fifty day moving average price is $341.42 and its 200-day moving average price is $317.53. Marriott International, Inc. has a 1-year low of $246.50 and a 1-year high of $380.00.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The business’s revenue was up 4.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.45 EPS. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. As a group, research analysts anticipate that Marriott International, Inc. will post 11.66 EPS for the current fiscal year.

Marriott International Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were given a $0.67 dividend. The ex-dividend date was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio is currently 28.24%.

Marriott International Company Profile

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.